MS CRM 4.0 is a flagship product from Microsoft dynamics product suite. These days, leading companies across the globe are choosing MS CRM 4.0 as their relationship management solution because of its fast and easy deployment, flexibility, ability to easily adapt to meet unique business needs and so on.
Marketing, Sales and Customer Service are the core modules of MS CRM. While implementing MSCRM 4 Out-of-the-Box (OOB), if a solution provider company takes care of a few items, effectiveness of MS CRM is much enhanced.
Recently we have created a check list for the end customer to experience the MS CRM OOB implementation at its fullest. This check list will help the users to understand business significance behind the features and thus sometimes reduces customization needs. This list is created based on our MS CRM implementation experience.
- Duplicate Detection: This is a new and great feature with this version of Microsoft Dynamics CRM. Duplicate data getting into system is very often. Previously this was requiring complex workflows or regular purging of data. But now the system can be set to control duplicates, and Users can choose whether to accept the data or not.
- Queues: Queues serve as general access areas that are used to store items such as Activities or Cases. You can set up custom Queues to automatically process incoming e-mail and convert them to Activities.
- Team: Administrative user can create teams from administration page. Creating teams is an elegant way of sharing records between users. Creating team will facilitate user to share record between different users even if they don’t belong to same business unit!
- Record sharing: This functionality is available on toolbar and using this user can share single or multiple records between user(s) and team.
- Mail Merge: In the earlier version of MS CRM this functionality was available only on MS Outlook client. But in this release this is even available on web client [Internet explorer client].
- Bulk Editing: This is functionality is available on the toolbar. This functionality is very useful when user wants to update multiple records with same information.
- Business Closures: This is available under Business Management and is very useful for managing service activities. If the business closures are maintained then a user can’t schedule activities on business closure. Even MS CRM give you facility to overwrite the business closure by providing “Do Not Observe” option while recording business closures.
- Relationship roles: This is used to configure relationship types between records of Account, contacts and opportunity. This version has flexible and provides facility to manage many to many relationships too.
- Record Merging: This functionality is available on toolbar and can come very handy when user wants to merge two records because of whatsoever reason.
Even OOB MS CRM 4.0 implementation can significantly improve the strength of important business areas like Marketing, Sales and Customer Service.
It surely helps an organization to grow just by a choice of implementing MSCRM4, even Out-of-the-Box.
